Services

  1. Financial Planning
    1. Comprehensive Financial Planning
    2. Retirement & Tax Planning
    3. Children’s education and Wealth Management
    4. Estate Planning & Will writing
  2. Implementation Services
    1. Mutual Funds
    2. Insurance
      1. Life insurance
      2. Health insurance
      3. Personal Accident & critical illness insurance
      4. Car travel & house insurance
      5. Fire & special perils
    3. Company fixed deposits & bonds
    4. Capital gains bonds u/s 54EC
    5. Direct Equity & Portfolio Management services
  3. Taxation Services
    1. E filing income tax returns
    2. Goods & services tax
  4. Corporate advisory services
    1. Company law & ROC compliances
    2. Group health and personal Accident insurance
  5. Seminars and workshops